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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you
Read Answer Asked by Steven on November 10, 2022
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.
Read Answer Asked by Terence on November 08, 2022
Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you
Read Answer Asked by Richard on November 01, 2022
Q: Portfolio Analytics is saying I need to increase consumer cyclical and defensive holding. Can you give me a couple of stocks in Canada and the United States with steady dividends and low risk. And a couple of ETF's too.

Thanks Greg
Read Answer Asked by Greg on October 22, 2022
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
Read Answer Asked by Stefan on September 22, 2022
Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.
Read Answer Asked by Nancy on September 22, 2022
Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?
Read Answer Asked by Michael on September 12, 2022
Q: I'm keen to add to the above US stock positions.
With that in mind, what would be a good entry dollar price for each of these stocks? And do you have a preference which to enter first to last?
This list of stocks is numerous. Please deduct the credits as you see fit..........Tom
Read Answer Asked by Tom on September 12, 2022
Q: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?
Read Answer Asked by Nick on September 09, 2022
Q: Hello Peter and company,

Aside from Costco, can you recommend other U.S. retail stocks that you like for a long term hold?

Have a great long weekend
Angelo
Read Answer Asked by Angelo on September 06, 2022
Q: Hi there, what do you think about buying this ETF for broad defensive exposure in a diversified portfolio? Do you think it has room to run up over the next 1-2 year or so? Are there any other cons staple etfs or specific stocks that might offer better growth and dividend?

Thanks very much
Read Answer Asked by Robert on September 02, 2022
Q: Hi group i am holding 30% in cash ($200,000). When should i start putting these $ to work?. I own several of the following companies + some i am looking to repurchase after selling in July to cover loses, in what order and at what price should i start to buy.

TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY


Thanks for your help and guidance deduct credits as you see fit
Read Answer Asked by Terence on August 31, 2022
Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.
Read Answer Asked by Danny-boy on August 25, 2022
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Read Answer Asked by Mark on August 19, 2022
Q: Some time ago i asked a question regarding the merits of holding a handful of us stocks along with my US etf’s, in order to get a little extra boost. You were ok with the strategy but cautioned against the kind of stocks I held i.e. Google, nvidia, msft, Costco, abbivie. While they were good stocks you said that the problem is that they are well represented in the various etf’s and that if i wanted a “kicker” to provide boost that I should go smaller in size. I wonder if you could provide a handful of stocks that would fit that criterion and would be ones that one would want to own long term. If they were also good candidates for selling options on that would be an added bonus. Thanks for your expertise and advice.
Read Answer Asked by joseph on August 12, 2022
Q: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?

Thanks so much.
Read Answer Asked by Lorraine on July 19, 2022
Q: Hi 5i. We have sold these2 for a tax loss, and are now looking to re-acquire at a lower price.
1) Do you think these are good companies to own ?
2) Assuming above is Yes : what do you think would be
a) a good price to re-buy and b) a great price to re-buy ?
Thanks for all you do.
Terence

Read Answer Asked by Terrance on July 14, 2022
Q: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx
Read Answer Asked by blake on July 12, 2022
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